+221.8%
GWW vs GEN
+35.2%
+186.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.1% |
| 30D | +14.0% | +31.2% | -17.2% | +8.4% |
| 3M | +14.4% | +6.1% | +8.3% | +12.6% |
| 6M | +21.7% | +38.1% | -16.4% | +13.2% |
| YTD | +48.4% | +14.4% | +34.1% | +43.5% |
| 1Y | +58.4% | +15.1% | +43.3% | +52.8% |
| 3Y | +92.3% | +68.5% | +23.8% | +70.1% |
| 5Y | +221.8% | +35.8% | +186.0% | +193.7% |
| All | +221.8% | +35.2% | +186.6% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling